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Quarterly Outlook video: Carry me home
Q3 showed massive performance in most bond classes, but will bonds perform in Q4 or is a bond bubble about to explode? Simon Fasdal, Saxo Bank’s Head of Fixed Income Trading explains.
He elaborates on the current low inflation environment on the back of commodity prices and the global economy and predicts that carry trades will have a ‘magic time’ in Q4.
European and emerging markets high-yield bonds offer value and most emerging market bonds will benefit from the present ‘status quo’ in markets, says Fasdal, adding that two major risk triggers for Q4 are a spike in inflation and a stressed financial sector.
01:54 minutes
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